WEALTH MANAGEMENT ADVISORS, LLC

WEALTH MANAGEMENT ADVISORS, LLC of TEWKSBURY, MA is an SEC-registered investment adviser (CRD 117764). Regulatory assets under management: $321.8M.

Registration

• CRD: 117764
• SEC file number: 801-79646
• Type: Registered investment adviser
• Location: 600 CLARK ROAD, 4TH FLOOR, TEWKSBURY, MA, 01876
• Phone: 978-970-3400
• Latest filing: 2021-03-30
• Regulatory AUM: $321.8M
• Discretionary AUM: $316.4M
• Non-discretionary AUM: $5.4M
• Clients: 4
• Accounts: 903

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 117764 on SEC IAPD (source of record)
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